This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

INTEGRATED WEALTH CONCEPTS LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66

First exam

May 24, 2019

First registration

May 24, 2019

Dual registered

no

Other names

Brandon Franco

IAPD individual key

6968179

• Occurred

  Dec 2, 2024
  Advisor changed firm

  Brandon Thomas Franco left Claro Advisors Inc. for Integrated Wealth Concepts Llc (registered 2024-10-08)

  Form ADVobserved 6 days ago
• Occurred

  Jul 30, 2024
  Advisor changed firm

  Brandon Thomas Franco left Morgan Stanley for Claro Advisors Inc. (registered 2024-08-02)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:aeaef6ad-b638-353c-09e6-a228bb0fdd20

First observed

May 24, 2019

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.